Cvfg LLC Spdr Portfolio Transaction History

Cvfg LLC

$110 Billion
Q4 2024

A detailed history of Cvfg LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Cvfg LLC holds 75,389 shares of SPMD stock, worth $4.24 Million. This represents 3.76% of its overall portfolio holdings.

Number of Shares

75,389

Holding current value

$4.24 Million

% of portfolio

3.76%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 15, 2025	BUY	$54.13 - $59.56 $4.08 Million - $4.49 Million	75,389 New	75,389 $4.12 Billion

Others Institutions Holding SPMD

# of Institutions

659

Shares Held

188M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

73.3M
Shares

$4.12 Billion
3.98% of portfolio
Betterment LLC New York, NY

17.3M
Shares

$971 Million
2.27% of portfolio
Lpl Financial LLC Fort Mill, SC

12.2M
Shares

$686 Million
0.31% of portfolio
Valmark Advisers, Inc.

5.86M
Shares

$329 Million
5.06% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$323 Million
10.91% of portfolio

View Full List

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